RIA
SMAR

Regal Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History

Regal Investment Advisors’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,279
Closed -$569K – 522
2024
Q3 		$569K Buy
10,279
+6
+0.1% +$291 0.04% 329
2024
Q2 		$453K Sell
10,273
-259
-2% -$10.3K 0.03% 373
2024
Q1 		$405K Sell
10,532
-71
-0.7% -$3.1K 0.03% 399
2023
Q4 		$507K Buy
+10,603
New +$452K 0.04% 321
2023
Q2 		– Sell
-10,201
Closed -$488K – 551
2023
Q1 		$488K Buy
+10,201
New +$444K 0.04% 288

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Regal Investment Advisors's SMAR Position: Q4 2024 in Review

Regal Investment Advisors sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 10,279 shares — an estimated $569K sold.

Regal Investment Advisors first reported a position in SMAR in Q1 2023 and held it in 5 quarters. The position peaked at $569K in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Regal Investment Advisors reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 10,279 Smartsheet Inc. shares in Q4 2024, an estimated $569K.
  • Regal Investment Advisors first reported a position in Smartsheet Inc. in Q1 2023 and held it in 5 quarters.
  • Regal Investment Advisors's Smartsheet Inc. position peaked at $569K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.